Regional Banking Sales and Service Coordinator II
SalesFull-time
Summary
The Regional Banking Sales and Service Coordinator is responsible for the onboarding of new Regional Banking customers and managing the on-going relationship to ensure quality control and a "Simply the Best" customer experience for a group of Bankers with portfolios of customers with $2 million to $50 million in annual sales. Responsibilities are approached with significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews portfolio to uncover other business opportunities.
Duties and Responsibilities
- Assist bankers in managing their portfolio of customers with $2 million to $50 million in annual sales.
- Coordinate the due diligence and document-gathering necessary to get new and renewal loans documented and closed.
- Ensure renewals are completed on a timely basis.
- Pipeline Management
- Ensure required financial statements are collected from customers on a timely basis.
- Build and maintain long-term customer relationships to ensure quality control and a Simply the Best customer experience.
- Client service and client management utilizing a relationship plan/model.
- Coordinate with bankers and partners to prepare Relationship Plans for each customer.
- Manage NSF/OD items and coordinating resolution with bankers and customers.
- Handle post-loan requests such as advances, payments, payoff, and research.
- Research and resolve service and operational issues related to deposit and credit accounts.
- Assist customers with onboarding and maintenance of online banking platforms.
- Ensure a Regional Banking incident is submitted to the Incident team for suspected fraudulent transactions.
- Connect customers to the appropriate teams for recommended bank products.
- Maintain up-to-date knowledge of products, systems, policies, and procedures.
- Responsible for focus and awareness of identifying, assessing, and managing risk and adhering to policy and procedure acknowledgements.
- Participate in identifying issues of concern and keeping department management informed as needed.
- Assist in the onboarding and training of new SSC colleagues.
- Perform other duties as assigned.
Basic Qualifications
- Bachelor's degree or the equivalent of an additional 2 years of sales in a financial services or credit environment
- Minimum of 2 years of sales experience in a financial services or credit environment
Preferred Qualifications
- Excellent in customer service, highly motivated, focused, and goal oriented
- Strong verbal and written communication skills with professional demeanor.
- Exceptional organizational skills with attention to detail, planning and follow-up
- Ability to build and maintain strong internal and external customer relationships
- Capable of multitasking and working independently under pressure with minimal supervision
- Proficient in PC usage, internet tools, and Microsoft Office
- Regional Banking sales and product knowledge
- Consultative selling and profiling experience
- Proven track record of working well in a team environment
- Strong organizational skills with attention to detail
- Ability to multi-task
Exempt Status
Yes
Workplace Type
Office
Huntington will not sponsor applicants for this position for immigration benefits.
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